Mid South Iron Workers Direct Contribution Fund
Sponsored by Trustees Mid South Iron Workers Direct Contribution Fund · EIN 721303411 · Plan #001
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 2,076
- With balances
- 1,650
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Direct payment from the plan | $97,792 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $27,083 |
| Needles & Associates, Llc | Accounting, Direct payment from the plan | $25,091 |
| Zenith American Solutions | Plan administrator, Direct payment from the plan | $24,439 |
| Robein, Urann, Spencer, Et Al. | Legal, Direct payment from the plan | $15,010 |